Campaign Builder Terminology

The campaign builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single campaign to automate your entire marketing and sales automation strategy, or you may run many campaigns concurrently to support more complex automation needs.

This article simply defines some common terminology used throughout this guide.

Table of Contents:

Campaign Canvas

The campaign canvas is simply your work area; it looks like graphing paper. You will drag objects from the campaign sidebar onto the canvas to create sales and marketing automation. If you are running out of room on the canvas, just right-click and drag your mouse. You have an infinite canvas to work with.

Goals

A goal represents a business objective that you are trying to achieve in your marketing strategy - like submitting a web form.

Naming a Goal

Once you drag a goal onto the canvas, you must name it. The name is for your internal use only - your audience will not see the name.

Campaign Sequences

A campaign sequence is a scheduled series of communications and/or processes that are set in motion when a campaign goal is achieved. Sequences deliver time-release messages to a contact, update the contact record (e.g. tags), and assign tasks or send internal process notifications to Infusionsoft users.

Example Campiagn Sequences:

An email series

An automated sales process

An internal business automation strategy

A combination of all three

Sequence Timers: Sequence timers allow you to define when a series of communications or processes occur within a sequence.

Example Timers:

Delay Timers

Date Timers

Field Timers

Sequence Communications: Sequence communications are the individual components in a sequence that allow you to communicate to your audience. They are typically emails, but may also include faxes, voice broadcasts, direct mail, or a combination of all four.

Sequence Processes: Sequence processes are the individual components in a sequence that create business automation. Adding a tag, creating a task, and assigning the contact to an owner are a few examples of the available processes you can implement in a campaign sequence.

Draft / Ready

When something is in Draft mode, it is considered inactive or incomplete. For example, an email in Draft mode will not be sent. Once the item is ready, just toggle it to Ready and publish your changes.

Email Confirmation Sequence

A special type of automated email sequence that sends an email confirmation request to contacts who have opted-in to a campaign.

Notes

Notes allow you to document items on the canvas. You can document the purpose of the campaign, the intended audience, the call to action, or the goal the campaign is driving towards. Documenting your campaign is very useful when you are transitioning someone else into the role of managing your marketing campaigns.

Decision Nodes

A decision node is a device that defines what path a contact will take when multiple pathways are present. A decision node will automatically appear when a goal is connected to two or more sequences.

Publishing

When you have finished building a campaign, or updating an existing campaign, you will need to publish your changes. Publishing is the act of "going live" with the campaign.